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TrueAdvisor
CC
CFP · ChFC
CC
CFP · ChFC

Coleman Edward Campbell

Advocates Wealth Planning
29 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Advocates Wealth Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
175 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$374.5M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $1.0M0.90%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.40%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000

Location

920 Memorial City Way, Suite 250, Houston, TX, 77024

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advocates Wealth Planning
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
Metlife Securities INC.
November 1996 - May 2012 · 15 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.